The INERTIA "Partnership"


INERTIA works with advisors across the financial services spectrum, so you can "partner" with us to do the heavy lifting once you decide to make Long-Term Care planning part of your business mix.  Since our focus is solely on Long-Term Care Planning and solutions, we provide the expertise to help you focus on the planning and NOT products.  This helps you address the larger topic of Healthcare In Retirement so it can easily be incorporated into a client's comprehensive financial, retirement risk management, or estate planning.   


As such, we strive to provide resources that allow your clients to be active participants in the process in order to help you find the most appropriate insurance solution to meet their needs.


The INERTIA "Partnership" means we can.....


  • Work together to identify clients in need of Long-Term Care Planning.
  • Complete all of the prep work prior to meeting with clients.
  • Provide total Point-of-Sale expertise, including fact-finding, client presentations, needs analysis, and field underwriting.
  • Evaluate your clients' options and recommend appropriate plan designs.
  • Implement your clients' Long-Term Care Planning solution(s) and manage the entire process.


We are committed to maximizing client engagement and Long-Term Care Planning opportunities for advisors across the financial services spectrum.

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